2014 Annual Report
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BC INTERIOR COMMUNITY FOUNDATION Formerly the Kamloops Foundation Serving our communities in the Thompson, Nicola and South Cariboo region since 2004 COMMUNITY REPORT 2013 / 2014 RBC Dominion Securities Inc. THERE’S WEALTH IN OUR TEAM APPROACH Criterion Capital Group of RBC Dominion Securities JIM KEITH, B.COMM. ROB WILSON, B.COMM. Vice President & Director, Associate Advisor Portfolio Manager JOYCE BUCHANAN BRUCE CUNLIFFE, B.COMM., CPA,CA Associate Associate Advisor DOROTHY CAMPBELL CRAIG COOK, B.COMM., CPA,CA Associate Associate Advisor IRENE TRINCO Associate To learn about the benefits of having a dedicated team managing your wealth, please contact us today. RBC Dominion Securities www.criterioncapitalgroup.com 186 Victoria Street, Suite 402 1-888-773-1773 Kamloops, BC V2C 5R3 RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ®Registered trademarks of Royal Bank of Canada. Used under licence. © RBC Dominion Securities Inc. 2014. All rights reserved. 2 BC INTERIOR COMMUNITY FOUNDATION PRESIDENT’S REPORT CONTENTS I’m of two minds how to frame this report: on one hand we’ve been Report from the successful over the past year in “sticking to our knitting” with 3 BCICF President business as usual: successful management of our endowments to make grants and distributions to a wide variety of charitable Board of beneficiaries and projects across our region. We’ve continued 4 Directors to grow both in the number of funds managed and overall size Leadership of the endowment pool, and held our third annual fundraiser 5 Team in March 2014, which was a great success. A Time for On the other hand, there have been several significant, exciting Giving Back and frankly transformational changes which have occurred. Off 7 the top, you may notice a different logo and name. That’s Grants and right, based on a recommendation from our Board in 8 Scholarships early 2014 the members of the Foundation approved a new name: BC Interior Community Foundation. Granting Together with a vibrant new logo to go with the name 9 Success Stories we are ‘refreshing’ our brand to help us tell our story and enhance our profile. Another exciting development is the appointment of our first Executive Financial Director, Nancy Plett. This really is a milestone in our evolution as an organization, as it was only 11 Report a few years ago we had just moved into a small office, staffed with volunteers. The continuing Thank You to support from our partners at the Stollery Charitable Foundation has allowed us to retain talented Our Supporters staff to assist us, and most recently has served as a catalyst for us to recruit a team of community 14 leaders who will help us grow our endowments even more. I must also mention we are thrilled to 2013 Donor have gained a Patron: Her Honour, Judith Guichon, OBC, Lieutenant Governor of BC. 15 Report On reflection, my message is simple: as a community foundation our mission is to look to the long Foundation term needs and help develop our communities. We’ve done this for the last 30 years and plan to 16 Patron continue this for the next 30 years and beyond. New Name for Over the next several years we will be participating in the Smart and Caring Communities initiative 17 the Foundation inspired by His Excellency the Right Honourable David Johnston, Governor General of Canada. I invite you learn about our activities over the past year, help us celebrate our 30th birthday and join 2013 BCICF us in looking forward to the next 30 years of service! 18 Funds Greg Reid, P. Eng, P. Geo, FEC, FGC, President BC Interior Community Foundation Formerly Kamloops Foundation FOUNDING MEMBERS: Peter Wing, Jock Thomas, Bernie Kent, Heather Dack, Graham Noble, Richard Blair, Neil MacDonald, Barney Lukas, Gino Commazzetto, Ray Fuoco, Zdenka Princic, Hilbert DeLeeuw PROUD PARTNERS: bcinteriorcommunityfoundation.com 3 BOARD OF DIRECTORS The role of the Foundation’s Board of Directors is a combination of stewardship, oversight and strategic planning to guide the operation and future growth of the community foundation. For 30 years the BC Interior Community Foundation’s goal has been to ensure that the quality of life in our communities thrives through the stewardship of entrusted funds, grant making and Greg Reid Wenda Noonan Russ Chambers Michael Black President Vice President Past President Treasurer community leadership. Jason George Kathy Humphreys John Nelson Ross Parkin Lori Pilon David Stratmoen Director Director Director Director Director Director STAFF Lisa Tavender Meghan Wade Ramesh Patel Nancy Plett Bonnie Sonnenberg Director Director Director Executive Director Office Administrator THE FOUNDATION OF OUR COMMUNITY STARTS WITH YOU & ME The BC Interior Community Foundation is goal is to continue to build the capacity of solutions. our communities by funding and support- dedicated to improving the quality of life in The Foundation supports communities in ing social needs. This is the driving force the Thompson, Nicola and South Cariboo our region in three ways: Region by distributing the earnings from a behind the Smart and Caring Community permanent, ever-growing pool of funds. campaign – a campaign to build the or- • Working with donors to build endow- ganization’s community funding capac- ment funds to support community vitality. Community vitality has been the Founda- ity. Funds raised will allow the Foundation • Granting funds to a wide range of organi- tion’s purpose, promise and passion since maximum flexibility in directing money to zations and initiatives. 1984 when it began connecting donors to the groups and organizations that need it • Collaborating with individuals and com- community needs and opportunities. As of the most: projects in the fields of Arts and munity leaders to identify needs, build par- Spring 2014, we managed an endowment Culture, Health and Welfare, Seniors and ticipation and develop partnerships. pool of $5 million. Heritage, Youth and Education, Children The Foundation recognizes that individual The income from these funds has provided and Families and Environment and Recre- donors may have unique charitable inter- an accumulated total $1.5 million in distri- ation. ests and financial circumstances and works butions supporting 270 projects, programs, Each year BC Interior Community Foun- with individuals to set up endowments scholarships and bursaries over the years. dation identifies opportunities within the or contribute to existing funds that meet The BC Interior Community Foundation’s areas it serves, and invests in sustainable those needs. 4 BC INTERIOR COMMUNITY FOUNDATION LEADERSHIP TEAM The Board of Directors of the BC Interior Community Foundation are proud to announce members of the newly formed Leadership Team. This team will help lead the BC Interior Community Foundation Mike Koehn, Craig Cook George Campbell John Dormer in its efforts to increase Chairperson RBC Wealth Mgmnt, Overland Press Dormer Consulting its asset base and GeekPros Dominion Securities sphere of influence throughout the region. Over the coming months, we will be recruiting additional team members with leadership qualities from outlying com- munities. All of these people have a commitment to Brant Hasanen Bryce Herman Jim Keith Brian Ledoux help the BC Interior Community Foun- Edward Jones Advance Hospitality RBC Wealth Mgmnt, Royal LePage Westwin dation make Kamloops and the TNRD Consulting Services Dominion Securities Realty & Kamloops Realty region a better place to live work and play. The BC Interior Community Foundation is very proud and excited to be working with such wonderful people. Mona M. Murray Jim Reynolds Karen A. Watt MCM Real Estate Radio NL Excel Personnel 2013 HIGHLIGHTS $4.1 Million Total Endowment Funds $209,000 2013 Endowment Fund Growth $187,000 in grants, scholarships and disbursements 157 Individual Endowment Funds bcinteriorcommunityfoundation.com 5 Consulting for Developers Commercial Sales and Leasing Project Marketing and Sales Property Management MCM Real Estate offers clients the benefits of our previous 25 years experience in property management as well as commercial sales and leasing. Whether you are looking for our team to help guide or take on the promotion and/or management of your project, we have the experience to suit your needs. Let MCM Real Estate show you how to get the most out of your investment. Contact Mona Murray to get started on your next CATHY MCLEOD project. Member of Parliament Kamloops • Thompson • Cariboo Member of the Real Estate Institute of British Columbia Certified Property Manager as issued by the m: 979 Victoria Street, Real Estate Institute of Canada Kamloops, BC V2C 2C1 Mona Murray DIP. ULE (RI)BC, CPM p: 250-851-4991 250-372-2277 e: [email protected] w: www.cathymcleod.ca [email protected] www.mcmrealestate.ca We are proud to play an active role in helping to nurture the growth of a healthy and prosperous Kamloops community. We have lots of branches. But we also have lots of roots. 6 BC INTERIOR COMMUNITY FOUNDATION A TIME FOR GIVING BACK The BC Interior Community Foundation is pleased to be working with Mr. Hugh Fallis on the development of the Bostock and Fallis Families of Monte Creek Heritage Fund, which will recognize students from the Interior seeking post secondary education at the trades, college or university level. Additionally,